Welcome to FullContact!
FullContact is a powerful contact management tool that helps you stay fully connected with your contacts. As a centralized database, FullContact syncs together all of your address books, merges duplicates, and adds more complete and enriched contact information from the web. FullContact lets you keep all your contacts synchronized and up-to-date on your phone, desktop, and even in your Gmail inbox. Download our apps and you’ll be able to access your contacts everywhere you need them.
This guide serves as a resource for getting started with our FullContact for Gmail extension. We outline the first things to do as a new user, best practice actions to take, and how to become a power user. Welcome aboard!
Before you dive into this guide, download and watch our Getting Started webinar. You'll hear from one of our Customer Success Advocates and learn new tips and tricks. Prepare to become a FullContact power user!
- Webinars: To further your learning and education, don’t forget to download our webinars here.
- Knowledge Base: Our Knowledge Base is a good place to find all FullContact help articles and how-to guidance.
- Contact Us: If you have any further questions, don’t hesitate to contact our FullContact Support team. We are here to help. Contact us here.
- Blog: Interested in the latest things on customer intelligence, contact management, and FullContact news? Subscribe to our blog to stay in the loop.
First five steps:
To set yourself up for success, we'll walk you through the first crucial steps in setting up your FullContact account.
1. Create your FullContact account in the FullContact for Web app
- Use the FullContact for Web 'Getting Started' guide to get setup before diving into the FullContact for Gmail extension; after all, the plugin is simply an extension of your FullContact account, directly in your Gmail account.
- Connecting your Google Contacts address book to your FullContact account will ensure that you're keeping your Google Contacts synced with FullContact.
- You may be prompted to install the plugin when completing the FullContact for Web onboarding, if that's the case, you're good to go
- We recommend keeping your Chrome browser up-to-date.
- Keep in mind that if you currently have plugins, Google Labs, or extensions enabled on the right-hand side of your Inbox, you may need to disable them (as they will cause compatibility issues). For further assistance, please email our Support team.
3. Sign into the FullContact for Gmail plugin
- If you opted to create your FullContact account with your have a Gmail account, feel free to use the Sign In With Google option.
4. Complete the onboarding process
- Review the onboarding slides; once you've read them, click the gray [X] icon in the upper right-hand corner.
5. Ensure your settings are set up optimally (i.e. for making calls)
- Click Settings in the lower right-hand corner of the plugin.
Now that you've finished the first five steps as a new user, next we'll walk you through best practice guidelines for getting the most out of the FullContact for Gmail plugin.
1. Use the search bar in the extension
- You can search for any contacts in your Google Contacts, FullContact address, or even an email address (of a contact not already in your Google Contacts / FullContact account).
- If the contact is not already in your Google Contacts / FullContact account yet, you'll have the option to add the contact.
- Keep in mind that you can use the search bar to search for tags in your FullContact address book as well.
2. Hover your cursor over email addresses/names
- In addition to using the search bar, if you hover your cursor over an email address or name in your Google Contacts, the contact's information will appear in the plugin.
- Apply updates where you see fit. If you ignore an update, it will not be added to your contact.
4. Edit, create Google Calendar invites, favorite, and view in the FullContact for Web app
- Use the icons near the contact's name to edit (pencil icon), create a Google Calendar event or reminder (calendar icon), favorite a contact (star icon), or view the contact in your Web app (export icon).
5. Use the Activity and Company tabs
- At the top of the extension, you'll see three tabs: Contact, Activity, and Company.
- Activity: If you've connected your Twitter handle, this will show recent tweets.
- Company: This will pull company information for the domain you've viewing (i.e. firstname.lastname@example.org will show FullContact's information).
Become a power user:
Are you a power user yet? Almost! In the final portion of this Getting Started guide, we'll show you a few of our favorite tips and tricks.
1. Add tags/notes to your contacts directly in the plugin
- You can add new tags, add existing tags, and add notes to your contacts without leaving your Inbox.
2. Use the Google Calendar icon to set up meetings, appointments, and reminders
- Need to send a follow-up message to a contact? Click on the calendar icon, then set the date + time, but remove the contact's email address. To remove the contact's email address from the invite, click the [X] icon.
3. Find out more about your contacts
- Use the social data (thumbnails) to easily link to social profiles and social media accounts.
4. Minimize the plugin
- If you don't need the plugin visible, you can minimize it via the FullContact icon at the top of the plugin.
Thanks for joining FullContact! By the end of this guide, you should be able to leverage your FullContact address book to improve your contact management challenges.